Mark Giometti (CRD# 7081340) is an Investment Advisor Representative working at Black Diamond Financial Planning, LLC in Arlington, MA and has 1 year of experience in the finance industry. Mark Giometti has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 5466021
Fidelity Personal And Workplace Advisors
CRD# 4124104
Commonwealth Financial Network
CRD# 2054637
Osaic Wealth, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Black Diamond Financial Planning, LLC | Arlington, MA | Jan 2008 - Current | 16 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MA
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Total Assets Under Management30MILLIONS
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Total Number of Accounts9ACCOUNTS
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Average Account Value$3,363,069
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
MA
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